Andrew MacKson

About Andrew MacKson

We (InteleK) value privately held businesses (and minority interests) and complex financial instruments in the US & Australia, willing to defend our opinions of value in any format, against any party.As accredited valuers & risk reduction experts, we provide private/closely-held business owners, auditors & intermediaries piece of mind through valuations tested at the highest levels, offering valuation, taxation compliance, strategic planning and litigation consulting services. Compared to our competitors we materially reducing the cost and impact of errors and disputes through our valuations and advice. We have broad expertise in delivering our comprehensive valuation solutions for various valuation purposes including tax compliance, financial instruments, matrimonial dissolution and other litigation support matters, to more basic estimations of value for sale preparation and business planning.Andrew Co-founded InteleK with fellow Australian and good friend, Cameron Braid. Andrew oversees private business valuations for InteleK’s USA & Australian clients. Before co-founding InteleK, Andrew worked for UBS in Sydney, commencing in Equity Research before moving to Wealth Management.

Experience

1. Partner

   Intelek Business Valuations & Advisory

   Dec 2018 — Present

   I oversee valuations/appraisals for private/closely-held/illiquid business owners in both the US & Australia, liaising with our various clients, may they be attorneys/solicitors, accountants/CPA/CA, financial/wealth advisors, lending Institutions or business owners themselves.I am the point of client contact for all valuations, primarily for the following purposes, may it be valuing 100% of a business, smaller controlling and & non-controlling/minority interests:• Gift and Estate Tax: Fair Market Values of closely held businesses.• Financial reporting (under FV) & portfolio analysis.• Buy & sell-side transaction support: fair market valuations & price negotiation support.• Employee Share Schemes (ESS) & Employee Stock Ownership Plans (ESOP).• Stock option pricing (IRS 409A) for simpler share structures, up to those deep into multiple rounds of series funding.• Financing Purposes inclusive of SBA 7(a) Loans (USA).• Internal purposes such as shareholder transactions, disputes and strategic planning.• Complex financial instruments (warrants, options, structured debt etc.)

Education

• Deakin University

  RG 146, ADA 1, Investments and Securities, Derivatives

  2013

• The University of Queensland

  Bachelor of Commerce/Economics, Finance, Accounting & International Trade

  2008 — 2012